Invoice from timesheets

1. Select the client

Click Select Clients, tick one or more and click Confirm Selection. The first one becomes the main client, the one the invoice is addressed to; click another in the list to change it. Time from every selected client goes on that one invoice.

2. Choose the invoice settings

• Items Charge Type (required) - Charge using current rates (time × the person's hourly rate now) or Charge using recorded rates (the charge saved on each entry).
• Items Display Type (required) - Merge into single invoice detail (one line listing all descriptions), Add each time entry as separate invoice detail, or Let AI write your Invoice Description as a summary of your timesheets.
• Add Date / Add User to description - put the date and the person on each line.
• Items tax code, Items Account (required) - the tax code and income account for the lines.

3. Select the entries

The grid shows the client's entries that are not on an invoice yet, up to the date in Show entries to: (today by default). Tick the ones to bill; the footer shows how many and the total charge.

4. Create the invoice

Click Create Invoice. Exacc creates a draft invoice dated today with you as sales person and opens it. Check it, then click Update & Finalize and send it as usual.

Already have an invoice for this work? Assign To Existing links the selected entries to an invoice you pick, without changing its lines or total.